We believe that every solid relationship should be centered on open communication and over the years, we have found that as clients maneuver through a variety of complex financial decisions, they need someone they can trust. With that being said, we also know that every great relationship begins with a first date. This initial meeting allows you to put a face with a name, read each others faces and just get an overall feel for the person. We believe this initial meeting is a key component in choosing who you want to open up with about your personal finances.
We invite you to discover and experience the power of our services. Being that we live in the Pacific Northwest, we hold a very special place in our heart for coffee. Let us treat you to your favorite coffee spot, or ours and let's begin a conversation!
Focused On You
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on you. We keep you in the center of all we do and our focus stays on you and your goals.
We have many years of experience in financial services and can work with you to tie all your financial pieces together. We can help you address your needs of today and for many years to come. We look forward to working with you.